Account Type***** ***Account Owner****** ******Account Opps/Deals***** ***Closed Won • Jan 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Vice President / Financial AdvisorMar 21 - PresentStifel Financial CorpSenior Vice President/Investments - StifelNov 11- Mar 21Stone YoungbergVice PresidentApr 04- Oct 11
Chris FiscellaExecutive Director Business Accountability DirectorView Profile, Chris FiscellaAndrew TinneyChief Financial OfficerView Profile, Andrew TinneyMayank DesaiSVP Wealth And Investment ManagementView Profile, Mayank Desai